D365 Finance & Operations and Dynamics AX Forum

Expand all | Collapse all

Documenting Configuring

  • 1.  Documenting Configuring

    SILVER CONTRIBUTOR
    Posted Sep 22, 2020 04:15 PM
    Edited by Tabitha Arneson Sep 22, 2020 04:16 PM
    I was wondering if there is an easy way to document configuration in D365.  I am initially looking for something out of the box, but open to suggestion on any utilities that can easily document this as well.
    Thanks in advance!

    ------------------------------
    Tabitha Arneson
    BlueCrest Inc
    Danbury
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Documenting Configuring

    Posted Sep 23, 2020 02:35 AM
    Hi Tabitha,

    out of the box you can either work with the Microsoft Standards of SSRS or Electronic Reporting.

    A utility we provide is document generation with design in Word, Excel and Powerpoint and full data integration from D365 (FO, BC and CE). If you use teams, that is something also to be integrated. For a more please check out: https://www.dox42.com/Scenarios/Dynamics_365_Finance_and_Operations

    For the standards I am sure there are other people here that can post more details on this :)

    Have a good day,
    Johannes

    ------------------------------
    Johannes Linder
    Lead Technical Evangelist
    dox42 GmbH
    Vienna
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Documenting Configuring

    Posted Sep 23, 2020 10:20 AM
    Hey Tabitha,

    If I understand you correctly, you're looking for a tool or function that captures and documents all setup/configuration in Dynamics - such as parameters and static data configuration. I don't recall seeing anything that is available as standard to do this.

    In the past I've achieved this by cataloguing a list of the tables that contain the parameters and static data I'm interested in and exporting to a database via a collection of SQL queries. It can work but it takes a fair amount of time to do fully and properly. That said, once you've built it, re-running it is super-quick.

    Happy to give you a steer if you want to pursue that option.

    Alternatively, there may be pre-built solutions out there that someone has already developed to achieve this; I'll do some digging to see if this is the case.

    Apologies if I've misunderstood your query.

    ------------------------------
    Ash Sharma
    Director
    ERP Solution Advisors Ltd
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Documenting Configuring

    SILVER CONTRIBUTOR
    Posted Sep 23, 2020 02:12 PM
    Ash,
    This is exactly what I am referring to!  Thank you for your time.  I would appreciate a "steer" on the SQL query if you don't mind.  We have an in-house developer that could possible do this.  I have to think there is some kind of solution or utility out there that captures this automatically, though.
    Thanks,
    Tabitha

    ------------------------------
    Tabitha Arneson
    BlueCrest Inc
    Danbury
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Documenting Configuring

    Posted 30 days ago
    You can use Data Management to create Packages of all the parameter and setup settings.  The out of the box entities do this already.  I can see no need for any developer work on this.  You can extract config this way and replicate that setup in new companies or other environments. Or for your needs, just hold it in the files created (excel) for a point in time verification of settings.

    ------------------------------
    Wendy Muar
    Lead Functional Consultant
    GraVoc; Peabody, MA
    www.gravoc.com
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Documenting Configuring

    SILVER CONTRIBUTOR
    Posted 19 days ago
    Thank you, Wendy.  This is what I was looking for!

    ------------------------------
    Tabitha Arneson
    BlueCrest Inc
    Danbury
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


If you've found this thread useful, dive deeper into User Group community content by role